Jonathan joins Wealthion host James Connor to discuss the following topics.
- The macro through-line: high debt loads imply long-run fiat debasement, own real assets
- Why U.S. policy (lower taxes, deregulation, on-shoring) is attracting trillions in capital, and what that means for markets
- How Canada’s policy mix has driven away investment (including an estimated $670B in lost energy capital) and risks rising unemployment
- The AI bubble risk: why even great companies can’t command “infinite” prices forever
- Portfolio positioning for the next cycle: quality software, healthcare, data-center infrastructure, and a 28–30% position in precious metals
- The silver setup: constrained primary supply, rising industrial demand, and why shortages matter for investors